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AUSTRALIAN FINANCIAL SERVICES
Financial planning
The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...
Editorial
Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...
Financial planning
Single-office Australian Financial Services Licensees that design and deliver their service in line with best advice objectives will be successful in the future, accordin...
Funds management
ASIC has signalled a crackdown on unlicensed property spruikers who advocate self-managed superannuation fund (SMSF) investment without the proper authority...
Financial planning
Sam Hills outlines what should be on a financial planner’s regulatory radar – and it’s not just the usual suspects....
Financial planning
Super body claims ASIC approach is non-collaborative and in need or review. ...
Editorial
A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...
Editorial
There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...
Funds management
Global manager re-enters market with new funds line-up...
Superannuation
While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...
Editorial
The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...
Financial planning
AFSL service providers My Dealer Services and Libertas Solutions have partnered to launch a build-your-own-dealer-group type service into the market....
Editorial
With the naming of the first Abbott Cabinet, the Australian Financial Services industry has, unusually, found itself dealing with ministers who actually have some experie...
Superannuation
As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...
Financial planning
A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...